in your business.
With our software solution you can optimize your branch office sales operations including sales process, CRM, MiFID regulations, and document management, as well as sales management operations including product management, sales priority management and up-to-date information about sales activities within sales teams. Our software solution also includes integrated reporting interfaces to any analytical tools used, secure communication, and authentication models.
Our solution supports all phases of the sales process from background information gathering and investment advice to proposals, closing deals and audit trails. Tellers and bankers can easily provide accurate advice on investments and find the best solution for the client. To harmonize customer service and enhance usability, our solution supports the multi-channel approach on desktop, mobile or tablet.
|1||one software platform for investment management|
|2||the ready availability of your business|
|3||always the latest release included in monthly fee|
|4||continuity and security plan|
|5||additional features and modules as your business grows|
Just leave your email address to find out how we could help you.
Top things to know:
|1||Tailor made sales and advice process|
|3||Client, contact and CRM module|
|4||Client proposal and documents|
|5||On demand reporting|
|7||Trade order management|
|8||Automated BO process with SWIFT messages|
|1||Real time position, transaction and performance information|
|3||Dashboards for summary data at a glance|
|4||Advanced query and search capabilities|
|5||Business intelligence reporting capabilities|
|6||Automated reconciliation of trade information, settlement data, transactions and positions|
|7||GIPS-compliant composite reporting and maintenance|
|8||Outsourced reconciliation and data management option|
Latest client stories labeled for Banks
S-PankkiAugust 21, 2015"At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.” - Lilian Bergström, S-Pankki
LocalTapiola PrivateJuly 4, 2015“FA Sales has increased the opportunities for investment advisors to make the most precise proposals possible.” - Tommi Elomaa, LocalTapiola Private
LocalTapiola GroupJuly 1, 2015”We can use the tool to provide saving solutions suitable for the needs of every one of our customers.” - Tommi Elomaa, LocalTapiola Group
Content labeled for Banks
FA 2.5 brings improved Investment Analytics, Private Equity management and User AuthenticationJune 21, 2017As a product company, our development team is working hard to develop our investment management system FA Platform even further. Traditionally a portfolio management system ... Read More
The growth of Islamic Finance – how to stay ahead of the competition?June 8, 2017Islamic banking, Sharia compliant investing, and Islamic fund management are growing globally. Total assets of Islamic finance are about $2 trillion in the global market ... Read More
FA Solutions seeking for growth in AsiaJune 1, 2017Globally the digitalisation of financial industry is continuing strong, and especially in Asia, Singapore participates the transformation by building its infrastructure in the favour of ... Read More
Managing Discretionary Mandates with Model StrategiesMay 18, 2017Discretionary Asset Management generates benefits for investors by giving them an access to experienced and specialised Portfolio Managers, and provides a possibility for tailor made ... Read More
FA strengthens its Trading ConnectivitiesMay 4, 2017We have just recently released new trading related functionalities in FA Platform: the FA FIX engine and an integration to Nasdaq. The Financial Information eXchange ... Read More
Meet FA Solutions in Dubai and Abu Dhabi this MayApril 27, 2017The financial industry is growing heavily in the Gulf Region, and also the attention to new modern solutions has increased by the global FinTech boom. ... Read More
We work closely with you to find
the best solution for your business.
We make your business always accessible
with every device.
With us you will have an investment management platform that grows with you.
We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
With us you will always have the latest release of the software. Included in the price.